EXPERIENCE
Before joining Northern Trust in 2010, he was the Market Director for Bank of America in Northern California, Regional Manager for Wells Fargo in Silicon Valley, and served in a variety of management and sales leadership positions for Morgan Stanley in Arizona, California and Texas.

EDUCATION
He graduated from University of Texas in Austin with a bachelor’s degree in Economics.

CREDENTIALS
He’s a Senior Vice President and Certified Private Wealth Advisor CPWA® and holds the Series 7, 8, 24 and 63 securities licenses.

INTERESTS
He resides in Elmhurst IL with his family. He enjoys spending time with his family and playing golf and tennis.

EXPERTISE
As Director of Brokerage Services for Wealth Management at Northern Trust, he is responsible for the strategic vision and implementation of an expanded brokerage platform to better serve the investment needs of our high-net-worth individuals, senior executives and wealthy families.

COMMUNITY INVOLVEMENT
He’s an active member of Securities Industry and Financial Markets Association (SIFMA) and Bank Insurance and Securities Association (BISA).

3 THINGS PEOPLE ASK ME
How much do I need to retire?
What should I expect my portfolio to earn over the next year or few years?
What makes Northern Trust different than your competition?